WFG Advisors’s Sprott Physical Gold PHYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.56M | Buy |
153,832
+5,663
| +4% | +$57.4K | 0.35% | 73 |
|
|
2017
Q1 | $1.51M | Sell |
148,169
-13,242
| -8% | -$135K | 0.4% | 60 |
|
|
2016
Q4 | $1.52M | Sell |
161,411
-3,387
| -2% | -$31.8K | 0.37% | 67 |
|
|
2016
Q3 | $1.81M | Buy |
164,798
+1,446
| +0.9% | +$15.8K | 0.45% | 50 |
|
|
2016
Q2 | $1.79M | Sell |
163,352
-1,872
| -1% | -$20.6K | 0.48% | 46 |
|
|
2016
Q1 | $1.67M | Buy |
165,224
+765
| +0.5% | +$7.74K | 0.48% | 41 |
|
|
2015
Q4 | $1.44M | Sell |
164,459
-11,207
| -6% | -$97.9K | 0.43% | 49 |
|
|
2015
Q3 | $1.61M | Buy |
175,666
+8,419
| +5% | +$77.3K | 0.5% | 41 |
|
|
2015
Q2 | $1.62M | Sell |
167,247
-5,798
| -3% | -$56K | 0.45% | 43 |
|
|
2015
Q1 | $1.69M | Buy |
173,045
+454
| +0.3% | +$4.44K | 0.47% | 34 |
|
|
2014
Q4 | $1.69M | Sell |
172,591
-50,973
| -23% | -$498K | 0.34% | 56 |
|
|
2014
Q3 | $2.23M | Sell |
223,564
-37,320
| -14% | -$372K | 0.42% | 36 |
|
|
2014
Q2 | $2.87M | Buy |
260,884
+9,784
| +4% | +$108K | 0.54% | 25 |
|
|
2014
Q1 | $2.68M | Buy |
251,100
+10,069
| +4% | +$107K | 0.54% | 25 |
|
|
2013
Q4 | $2.4M | Sell |
241,031
-13,574
| -5% | -$135K | 0.34% | 54 |
|
|
2013
Q3 | $2.81M | Buy |
254,605
+13,814
| +6% | +$152K | 0.43% | 43 |
|
|
2013
Q2 | $2.47M | Buy |
+240,791
| New | +$2.47M | 0.41% | 51 |
|